Patrick Rodgers has been Wealth Manager of Badgley Phelps Wealth Managers since January 2022, is a control person of the firm and directly owns under 5% of it. Patrick Rodgers holds a Bachelor of Arts from the University of Washington.
Badgley Phelps Wealth Managers, LLC is a Seattle, WA firm with $7.28B under management, 1,356 clients and 26 advisers across 4 offices, as of its March 2026 filing.
Pat Rodgers is Wealth Manager, Research Analyst of Badgley Phelps Wealth Managers. He joined the firm in 1998 and manages portfolios for both institutional and high net worth individuals. He is also a member of the firm's research team. Before joining Badgley Phelps, he worked at two local investment management firms.
Patrick Rodgers’ longest registration was 19 years at Badgley Phelps Wealth Managers (2002–2021). Before joining Badgley Phelps Wealth Managers in 2021, Patrick Rodgers was registered through Badgley Phelps Wealth Managers.
- – present · 5 yearsSeattle, WA · Adviser representative · Firm CRD 315440
- Badgley Phelps Wealth Managers– · 19 yearsSeattle, WA · Adviser representative · Firm CRD 108392
Investment adviser representative registrations
Patrick Rodgers is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in August 2021.
- TexasResidentSince 3 August 2021
- WashingtonSince 2 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 November 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Patrick David Rodgers
- CRD
- 4557302
- Firm
- Badgley Phelps Wealth Managers · CRD 315440
- Role
- Wealth Manager
- Office
- 1420 Fifth Avenue, Suite 3200, Seattle, WA 98101
- Registration
- Investment adviser registration
- In the industry since
- January 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- badgley.com
Where does Patrick Rodgers work?
Patrick Rodgers has been Wealth Manager of Badgley Phelps Wealth Managers, LLC since January 2022, and is a control person of the firm.
Is Patrick Rodgers a financial advisor?
Yes. Patrick Rodgers has a current investment-adviser registration in Texas and Washington, through Badgley Phelps Wealth Managers since August 2021.
How many years of experience does Patrick Rodgers have?
Patrick Rodgers has 24 years in the financial industry, since January 2002, across 2 adviser firms.
What exams has Patrick Rodgers passed?
Patrick Rodgers passed the Series 65 in November 2001.
Where did Patrick Rodgers work before Badgley Phelps Wealth Managers?
Before Badgley Phelps Wealth Managers, Patrick Rodgers was registered through Badgley Phelps Wealth Managers (CRD 108392), January 2002 to August 2021.
Where is Patrick Rodgers based?
Patrick Rodgers’ registered office is in Seattle, WA.
Is Patrick Rodgers registered with FINRA?
No. Patrick Rodgers has no current broker registration.
How can I verify Patrick Rodgers’ record?
Search CRD 4557302 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Rodgers’ full registration record.
Julie Parisio RoyChief Executive Officer and Wealth Manager
David SprattChief Compliance Officer and Chief Operating Officer
James CallaghanWealth Manager
Michael GerkeWealth Manager
Curtis PepinDirector of Marketing
Steven PhelpsWealth Manager
Calvin SprangerFixed Income Manager and Wealth Manager
Timothy ThomasChief Investment Officer and Wealth Manager
Katherine WhamWealth Manager
Megan WileyWealth Manager and Financial Planner